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SoFi Technologies

728 hedge funds and large institutions have $10.5B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 301 increasing their positions, 202 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+28
Holders Change %
+4%
% of All Funds
9.76%
Holding in Top 10
17
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+325%
% of All Funds
0.23%
New
118
Increased
301
Reduced
202
Closed
79
Calls
$2.66B
Puts
$2.31B
Net Calls
+$354M
Net Calls Change
+$18.1M
Name Holding Trade Value Shares
Change
Shares
Change %
DT
501
Diversified Trust
Tennessee
$206K +$7.1K +390 +4%
MCM
502
M1 Capital Management
Michigan
$206K -$1.82K -100 -0.9%
KF
503
Krilogy Financial
Missouri
$206K +$206K +11,297 New
SFA
504
Sequoia Financial Advisors
Ohio
$204K -$79.5K -4,367 -28%
Comerica Bank
505
Comerica Bank
Texas
$203K -$37.1K -2,038 -15%
Lido Advisors
506
Lido Advisors
California
$203K +$203K +11,125 New
KFP
507
KMG Fiduciary Partners
Ohio
$202K +$202K +11,094 New
PAS
508
PKS Advisory Services
New York
$200K +$200K +11,000 New
UCFA
509
United Capital Financial Advisors
Texas
$200K +$17.2K +945 +9%
HWM
510
Horizon Wealth Management
Illinois
$198K -$1.46K -80 -0.7%
FFA
511
Farther Finance Advisors
California
$196K +$117K +6,423 +148%
PWM
512
Palacios Wealth Management
Florida
$195K +$195K +10,700 New
PIA
513
Panoramic Investment Advisors
Colorado
$194K
CI
514
Cigna Investments
Connecticut
$193K
JCM
515
Jacobi Capital Management
Pennsylvania
$192K
SWP
516
Sagespring Wealth Partners
Tennessee
$189K +$189K +10,366 New
GVAG
517
Great Valley Advisor Group
Delaware
$188K -$91.3K -5,013 -33%
TCA
518
Transcend Capital Advisors
New Jersey
$188K +$2.37K +130 +1%
WWWM
519
White Wing Wealth Management
Texas
$187K +$187K +10,250 New
GFM
520
GF Fund Management
China
$187K -$573K -31,456 -75%
AW
521
Avion Wealth
Texas
$184K +$598 +33 +0.3%
OHWP
522
Oak Harbor Wealth Partners
North Carolina
$182K
C
523
Covestor
United Kingdom
$182K +$159K +8,743 +703%
QL
524
Quarry LP
New York
$179K -$86.9K -4,771 -33%
GWM
525
Geneos Wealth Management
Colorado
$166K -$267K -14,635 -62%